AI Holders Summary · Q1 2026

104 institutions reported CRF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 21.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$40M5.8M0.81%Q1 2026 02

Alpine Global Management, LLC

CIK 0001581655

$21M3.0M3.49%Q2 2026 03

Sculptor Capital LP

CIK 0001054587

$20M2.8M0.16%Q2 2026 04

Quarry LP

CIK 0001965207

$18M2.5M1.51%Q2 2026 05

BOOTHBAY FUND MANAGEMENT, LLC

CIK 0001549230

$17M2.3M0.22%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$15M2.1M0.00%Q2 2026 07

Almitas Capital LLC

CIK 0001596468

$11M1.6M2.70%Q2 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$9M1.2M0.01%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M1.0M0.00%Q2 2026 10

Cable Car Capital, LP

CIK 0001699575

$5M663K0.10%Q2 2026 11

Advisory Solutions Group, LLC

CIK 0002147643

$4M594K1.45%Q2 2026 12

Yakira Capital Management, Inc.

CIK 0001584639

$4M518K1.06%Q2 2026 13

Perennial Investment Advisors, LLC

CIK 0001801523

$4M501K0.24%Q2 2026 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M456K0.01%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M265K0.00%Q2 2026 16

COHEN & STEERS, INC.

CIK 0001284812

$2M270K0.00%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$2M238K0.00%Q2 2026 18

PFG Investments, LLC

CIK 0001973224

$2M232K0.06%Q2 2026 19

Clear Street Group Inc.

CIK 0001881567

$1M190K0.00%Q2 2026 20

Baird Financial Group, Inc.

CIK 0001648711

$1M187K0.00%Q2 2026

Page 1 of 6

84 more holders available. Log in →